Client Portal

Strategy at Work

Stay Up To Date With Our Customized Newsletters

How To Prepare Your Business For A Natural Disaster

In 2017, the U.S. experienced 16 weather disasters that caused losses topping $1 billion each, according…

What Happens To Taxes In The Gig Economy?

Maybe you drive for a ride-sharing app, freelance or have a one-person home repair business. If…

Trust In A Trust To Keep Assets Secure

Whether the economic climate is stable or volatile, one thing never changes: the need to protect…

New TCJA Tax Break May Benefit Your Small Business Pass-Through

If your small business operates as a pass-through entity, you may benefit from significant tax savings…

Tax Tips

Make the most of the 0% capital gains rate If you’re holding highly appreciated investments, there…

Putting The Brakes On Spending: Add Spendthrift Language To A Trust To Protect Assets

Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from…

Tax Cost Of Divorce Set To Rise In 2019

If you’re divorced or in the process of divorcing, be sure you understand how the Tax…

C Corporation Vs. Pass-Through: What’s The Right Structure For Your Business?

The recent corporate tax cut has many pass-through business owners rethinking their choice of entity. The…

Newsbits

Giving study yields disappointing results A new study based on data gathered over 15 years from…